Tracking every deal that enters your pipeline can be laborious and manual, leading to inaccurate sales forecasts and potential loss of revenue.

But it doesn't have to be that way. Track and manage all of your deals in one place with Stacker’s flexible Deal Tracking Template. Understand the status of every opportunity in your pipeline; easily see when deals are stalled, and prioritise important deals to ensure you never miss a sales quota again.

With customizable pipeline views you can track every customer interaction simply, and ensure you never run the risk of inaccurate forecasts. All without writing a single line of code!

• This template includes sample data in four categories: Companies, Team, Interactions, and Deals. To get started, replace this data with your own. See our help doc: Stacker Tables: Adding and Editing Rows.
• You can change what information is stored in each category by clicking on Manage fields and data tab on the right hand sidebar. You can either change the existing fields, or add new ones.

• You can change how all Deal or Interaction pages look by going to any individual Deal or Interaction page and clicking on “Edit layout” in the right hand sidebar. You can move sections around, edit existing ones, or delete them all and start again! See our help doc: Detail layout.